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Introducing Reason Financial

14 years ago

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Blucora to Rename Wealth Management Business Unit as Avantax Wealth Management

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August 2019 – A Mid-Quarter Update

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July 2019 – An Economic and Market Update

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The financial professionals at Reason Financial are registered representatives with and securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA, SIPC. Investment advice offered through Merit Financial Group, LLC an SEC Registered Investment Advisor. Tax related services offered through Reason Tax Group, LLC. Reason Tax Group is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Steven W. Pollock CA Insurance Lic# OE98073, Sean P. Storck CA Insurance Lic# OF25995.